Andrew Vogelstein

President, Institutional Advisory Practice

New York, NY

As an investment professional, Andrew serves as President of Colony’s Institutional Advisory Practice.  Andrew and his team provide a full spectrum of OCIO solutions on a discretionary and non-discretionary basis to institutional for-profit and nonprofit clients and large family offices. In addition to working with clients to create, amend, and improve their governance structure, investment policies and strategic asset allocation, Andrew’s team takes responsibility for manager selection and research across all asset classes.  Andrew is also a member of Colony’s Executive Committee and Investment Committee

Andrew’s career in the financial services industry spans more than 30 years.  His knowledge and experience across various asset classes and securities, are instrumental in advising clients, and constructing and managing their portfolios. Andrew served as the CEO and a partner at New Providence Asset Management prior to merging with The Colony Group in 2021. 

He earned his Master of Business Administration from the New York University Leonard N. Stern School of Business and a Bachelor of Arts from University of Colorado. 

Outside of the office, Andrew enjoys alpine skiing, fly fishing, and cooking.

Published Insights

The Importance of a Manager Evaluation Framework

What are the primary principles one should incorporate into an investment manager evaluation framework? Trust, integrity, alignment, and success. While these principles set a high bar for investment managers/firms...

Benefits of Working with an OCIO- Webinar Recording

The Colony Group’s Institutional Advisory Practice President, Andrew Vogelstein, and Senior Investment Advisor, Lisa Longest, discuss the outsourced chief investment officer (OCIO) model, its benefits, and how to know...

Why An OCIO Could Be the Right Fit For Your Institution

What is an Outsourced Chief Investment Officer (‘OCIO’)? An OCIO provides the services of a full-time, in-house investment office and is responsible for the management, oversight, and administration of...

Incorporating Diversity, Equity & Inclusion in an Investment Policy

Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...

Happy Holidays from The Colony Group

Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...

Need an Institutional CIO? Why Not Outsource?

“Since the financial crisis, there has been significant growth in the number of endowments, foundations, and family offices, and the amount of assets in need of OCIO solutions,” says Andrew Vogelstein, president of The Colony Group’s Institutional Advisory Practice.